Investment opportunities fund manager of £7bn sees given prospect of inflation and recovery
This week we talk to Ben Seager Scott - a fund manager from broker Tilney group whose job it is to invest £7 billion of his client's money across different assets and funds around the globe. Ben takes us through why markets appear optimistic to him and the risks around stimulus withdrawal that are worth remembering; he talks on the prospect of inflation coming through over the medium term and the real assets that might do well in this environment; he discusses tech's success last year and why the sector may be weak for the moment; and finishes with his top three global investment opportunities right now. PLEASE SUBSCRIBE if you're enjoying the podcast.